MB2-717

You are a new sales executive for a company that utilizes Microsoft Dynamics 365. You have begun tracking your activities in Microsoft Dynamics 365. You have completed the activities for one of your customers. How will the activity state of the designated tasks be modified to reflect the fulfillment of...

You are using Opportunities and Quotes to manage your sales process in Microsoft Dynamics 365. A customer requests quotes tor the same set of products, but from two different price lists for comparison. What should you do in order to respond to this customer's request?A . Create two Opportunities with...

You need to be able to export your data to Excel, edit in Excel, and then, once the edits are completed, update the records in Microsoft Dynamics 365 with your changes. Which two options require Microsoft Dynamics 365 for Outlook to refresh the data in Microsoft Dynamics 365? Each correct...

You are a sales person using Microsoft Dynamics 365. You need to use the web client to show the outcomes of an Opportunity to your sales team. Which three types of information should you capture on a Resolution Activity related to a closed Opportunity? Each correct answer presents part of...

An organization uses goals aligned with fiscal periods. The fiscal periods were never set up and will now need to be aligned with the organization's actual fiscal year and period. What will happen to the goal records that use the old fiscal period when the settings are updated?A . Goals...

An organization uses Microsoft Dynamics 365 for lead management The organization wants to keep leads warm by contacting them weekly. How should you help your users contact leads on a regular basis by using Relationship Insights?A . Create a workflow on leads to remind the owner if there has been...

As a manager, you are only measured on annual goals for your staff, but your sales staff is measured quarterly. You need to set up goals, meeting the requirements and using a minimum amount of goals without creating new rollup queries. Which approach should you take?A . Create quarterly and...

You have been hired to configure a new Microsoft Dynamics 365 implementation for a company. You need to create a business process flow that accommodates multiple work flows, based on a sen Which action will meet your need?A . Add additional multiple linear business process flows.B . Add stages to...

You work for an organization that uses Microsoft Dynamics 365 to quote prices to customers. The organization wants to incentivize bulk purchases by offering discounts on purchases of larger quantities. How should you offer bulk discounts?A . Create a Discount List and associate it with the Price List Item directly.B...

You are using Opportunities, Quotes, and Orders in Microsoft Dynamics 365 to manage your sales process. You have created multiple revisions for a Quote. During this process, you have not updated the Opportunity. The customer now confirms the Quote, and you close it as Won and choose to automatically close...